+226.4%
ICVT vs VOO
+343.1%
-116.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.9% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | -1.0% | +0.1% | -1.1% | -1.0% |
| 3M | -6.2% | +2.0% | -8.2% | -7.3% |
| 6M | +10.7% | +13.0% | -2.4% | +2.5% |
| YTD | +17.6% | +13.6% | +4.0% | +8.6% |
| 1Y | +23.5% | +20.1% | +3.4% | +10.1% |
| 3Y | +60.5% | +77.6% | -17.1% | +10.2% |
| 5Y | +29.9% | +82.4% | -52.6% | -13.1% |
| 10Y | +230.7% | +316.8% | -86.1% | +42.3% |
| All | +226.4% | +343.1% | -116.7% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling